UPCOMING WEBINARS AND EVENTS
TUESDAY - JANUARY 18, 2022
Tax Favorability of traditional Long Term Care
11:00 am - 11:45am ET
Presented by Mutual of Omaha
Details...
- Tax Benefits to "Pass Through" companies
- Review of Executive Carve Out
- Partnership Program Options
- Overview of our Common Employer 5% Discount Qualifications
- Tax Related Sales Ideas
- Q & A
WEDNESDAY - JANUARY 19, 2022
2022 Hottest Products – Life and Annuity
2:00 - 3:00 pm ET
Presented by American National
THURSDAY - JANUARY 20, 2022
Increasing the Transfer Rate Using Life Insurance
A quick 10 Minute Sales Concept to Increase Generational Transfers
2:00 pm ET
Presented by Lincoln Financial
Details...Join Lincoln as they discuss the SECURE Act and how it impacts the IRA stretch provision:
- What has changed for beneficiaries?
- How can you maximize the transfer?
- Identifying potential client prospects and where to start.
- Lincoln resources to help facilitate the conversation.
Policy Review and Mirrored Loans
Help boost your practice by adding the mirrored loan strategy to your suite of solutions
2:00 pm ET
Presented by Prudential
Details...Attend this business-building webinar to:
- Get the fundamentals of the mirrored loan strategy—how to prevent a client’s policy from lapsing and subjecting the client to an unexpected tax bill by completing a 1035 exchange to a new policy and mirroring the loan
- Tour two case studies to see how the strategy can help clients
- Discover Prudential’s specific requirements and competitive advantages when implementing a mirrored loan strategy
TUESDAY - JANUARY 25, 2022
PIMCO Global Optima Index - GLOBAL BLEND STRATEGY
2:00 pm ET
Presented by AIG
Details... learn how your clients may benefit from this strategy.
Dial-in: 1-469-210-7159 Meeting # (access code): 2310 013 0794 Password: aig123
THURSDAY - JANUARY 27, 2022
ML Strategic Balanced Index - BLEND STRATEGY
2:00 pm ET
Presented by AIG
Details... learn how your clients may benefit from this strategy.
Dial-in: 1-469-210-7159 Meeting # (access code): 2316 128 0179 Password: WEb5pSe3W3i